Advanced Micro Devices, Inc. $AMD Stock Holdings Trimmed by Strong Retirement Solutions LLC

Strong Retirement Solutions LLC lowered its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 18.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,016 shares of the semiconductor manufacturer’s stock after selling 2,260 shares during the quarter. Advanced Micro Devices comprises approximately 3.4% of Strong Retirement Solutions LLC’s investment portfolio, making the stock its 7th largest holding. Strong Retirement Solutions LLC’s holdings in Advanced Micro Devices were worth $6,127,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in AMD. First Citizens Financial Corp grew its position in shares of Advanced Micro Devices by 3.4% during the 3rd quarter. First Citizens Financial Corp now owns 490 shares of the semiconductor manufacturer’s stock valued at $300,000 after acquiring an additional 16 shares during the period. Private Client Services LLC raised its holdings in Advanced Micro Devices by 1.7% in the 3rd quarter. Private Client Services LLC now owns 1,079 shares of the semiconductor manufacturer’s stock worth $660,000 after purchasing an additional 18 shares during the period. Box Hill Private Wealth LLC boosted its position in Advanced Micro Devices by 2.5% during the third quarter. Box Hill Private Wealth LLC now owns 794 shares of the semiconductor manufacturer’s stock worth $486,000 after purchasing an additional 19 shares in the last quarter. First National Bank of Hutchinson boosted its position in Advanced Micro Devices by 0.4% during the second quarter. First National Bank of Hutchinson now owns 5,639 shares of the semiconductor manufacturer’s stock worth $3,276,000 after purchasing an additional 22 shares in the last quarter. Finally, Delta Asset Management LLC TN grew its holdings in Advanced Micro Devices by 1.5% in the second quarter. Delta Asset Management LLC TN now owns 1,497 shares of the semiconductor manufacturer’s stock valued at $870,000 after purchasing an additional 22 shares during the period. 71.34% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Advanced Micro Devices

In other news, EVP Mark Papermaster sold 28,811 shares of the stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $471.87, for a total value of $13,595,046.57. Following the completion of the sale, the executive vice president directly owned 1,261,461 shares in the company, valued at $595,245,602.07. This represents a 2.23% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Forrest Norrod sold 17,261 shares of the firm’s stock in a transaction dated Tuesday, September 15th. The stock was sold at an average price of $503.05, for a total transaction of $8,683,146.05. Following the completion of the transaction, the executive vice president directly owned 363,317 shares in the company, valued at approximately $182,766,616.85. This represents a 4.54% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 213,838 shares of company stock valued at $105,533,836. 0.50% of the stock is owned by company insiders.

Advanced Micro Devices Price Performance

Shares of NASDAQ:AMD traded down $3.07 during trading on Wednesday, reaching $646.35. The stock had a trading volume of 11,973,071 shares, compared to its average volume of 32,613,314. The company has a debt-to-equity ratio of 0.03, a quick ratio of 1.91 and a current ratio of 2.61. The business has a fifty day moving average price of $519.28 and a 200-day moving average price of $452.34. The stock has a market cap of $1.06 trillion, a PE ratio of 166.39, a PEG ratio of 6.55 and a beta of 2.45. Advanced Micro Devices, Inc. has a 1-year low of $188.22 and a 1-year high of $658.52.

Advanced Micro Devices (NASDAQ:AMD) last posted its quarterly earnings data on Tuesday, August 4th. The semiconductor manufacturer reported $1.66 EPS for the quarter, beating the consensus estimate of $1.62 by $0.04. The firm had revenue of $11.54 billion during the quarter, compared to the consensus estimate of $11.31 billion. Advanced Micro Devices had a return on equity of 12.30% and a net margin of 15.58%.The firm’s revenue was up 50.1% compared to the same quarter last year. During the same period in the prior year, the company earned $0.48 EPS. On average, equities analysts forecast that Advanced Micro Devices, Inc. will post 6.43 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of research firms have recently commented on AMD. Stifel Nicolaus boosted their price objective on Advanced Micro Devices from $635.00 to $700.00 and gave the company a “buy” rating in a research report on Monday. UBS Group reiterated an “overweight” rating on shares of Advanced Micro Devices in a research report on Friday, July 24th. KeyCorp set a $650.00 price target on shares of Advanced Micro Devices in a report on Wednesday, August 5th. Rosenblatt Securities restated a “buy” rating and set a $700.00 price objective on shares of Advanced Micro Devices in a research report on Tuesday, September 29th. Finally, BMO Capital Markets began coverage on shares of Advanced Micro Devices in a report on Thursday, August 20th. They set an “outperform” rating and a $550.00 price objective on the stock. Three analysts have rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $576.88.

Advanced Micro Devices News Summary

Here are the key news stories impacting Advanced Micro Devices this week:

• Positive Sentiment: CEO Lisa Su said AMD plans to substantially increase AI-chip supply in 2027 to meet demand, while working with suppliers in Taiwan and South Korea to secure advanced wafer and memory capacity. The comments support expectations for continued data-center growth. AMD plans to substantially increase supply in 2027
• Positive Sentiment: Citi raised its AMD price target to $800 from $575 and maintained a Buy rating, citing the potential for agentic AI—including Meta’s Muse—to drive substantially greater CPU, memory and networking demand. Mizuho also lifted its target to $705, while other analysts remain optimistic ahead of earnings. Why Citi raised its AMD price target
• Positive Sentiment: AMD is exploring deeper partnerships with Samsung Electronics covering memory and foundry services. Such cooperation could help address tight AI-memory supply and reduce manufacturing bottlenecks. AMD explores partnership with Samsung
• Positive Sentiment: Hewlett Packard Enterprise launched four AI servers developed with AMD, providing additional evidence of AMD’s expanding server ecosystem and commercial AI deployments. HPE launches four AI servers with AMD
• Neutral Sentiment: AMD will report fiscal third-quarter 2026 results after the market close on November 3. Investors are focused on whether data-center growth, MI450 demand and margins can justify elevated expectations. AMD third-quarter 2026 earnings date
• Negative Sentiment: After AMD’s roughly 220% one-year surge and move above a $1 trillion valuation, some commentary warns that the stock leaves little room for execution mistakes, particularly because key AI products have not yet shipped at scale.
• Negative Sentiment: Ark Invest made AMD its largest sale in the latest trading round, signaling that at least one high-profile investor is taking profits after the rally. Potential dilution from warrants issued to Meta and OpenAI is another overhang, although the warrants are conditional.

About Advanced Micro Devices

Advanced Micro Devices, Inc (NASDAQ: AMD) is a semiconductor company that designs high-performance computing, graphics and adaptive computing products. Its offerings serve data centers, personal computers, gaming systems, embedded devices and other specialized markets.

AMD’s product portfolio includes Ryzen processors for desktop and notebook computers, EPYC server processors, Radeon graphics products, and Instinct accelerators designed for artificial intelligence and high-performance computing workloads.